MD Market Watch Podcast: Recent Episodes
MD Financial Management
Join MD's Multi-Asset Management team as they examine investment strategies, current events, and macroeconomic trends. MD Financial Management aims to help Canadian physicians and their families achieve financial well-being.
Is it time to celebrate or worry? With equity markets at all-time highs despite a slowing global economy, Wesley Blight, VP and Portfolio Manager of the Multi-Asset Management Team of 1832 Asset Management, unpacks the situation. Other topics covered in the episode include trade, A.I., interest rates and key investment lessons taken from the current environment.
The portfolio management team address top-of-mind questions coming from our clients and advisors. In this episode, we discuss the multi-faceted relationship between Canada and the U.S., fixed income and equity markets, our portfolio management approach in the current environment, artificial intelligence (A.I.) and more. Hosted by Susan Petersson, this episode features Wesley Blight, Richard Schmidt, Ian Taylor and Qi Zhang from the Multi-Asset Management Team.
After a roller-coaster quarter, we break down the key events, examine how markets responded, and highlight what investors should watch for in the months ahead with Craig Maddock, VP, Senior Portfolio Manager and Head of the Multi-Asset Management Team of 1832 Asset Management, and Yuko Girard, VP and Portfolio Manager.
In this episode, the portfolio management team joins the podcast to address questions that are top-of-mind, directly from clients and advisors. Topics covered include our outlook, with a focus on the U.S. given current events, what the team has done and how it works during times of increased uncertainty, a discussion on how active management adds value and more. Hosted by Susan Petersson, this episode features Ross Swanson, Ian Taylor, Wesley Blight, Richard Schmidt and Yuko Girard from the Multi-Asset Management Team of 1832 Asset Management.
Craig Maddock, VP, Senior Portfolio Manager and Head of the Multi-Asset Management Team of 1832 Asset Management, and Wesley Blight, VP and Portfolio Manager, discuss tariffs, market volatility and what it all means for investors.
Craig Maddock, VP, Senior Portfolio Manager and Head of the Multi-Asset Management Team of 1832 Asset Management, and Wesley Blight, Portfolio Manager, look back at an overall strong 2024 and discuss top-of-mind topics – including the interest rate and inflation environment, expectations for market performance, portfolio positioning, and more.
The portfolio management team joins the podcast to address questions that are top-of-mind, directly from clients and advisors. Topics covered include the new Trump administration, tariffs, our U.S. equity positioning, the resignation of Prime Minister Trudeau and more. Hosted by Susan Petersson, Portfolio Manager and Director, this episode features Mark Fairbairn, Wesley Blight, Yuko Girard and Richard Schmidt from the Multi-Asset Management Team.
With the launch of the MD Platinum™ Global Private Real Estate 2025 Trust, we discuss private real estate – what it is, how it works, its benefits and more.
Craig Maddock, VP, Senior Portfolio Manager and Head of the Multi-Asset Management Team of 1832 Asset Management, and Wesley Blight, Portfolio Manager, delve into the Federal Reserve’s first interest rate cut, the market’s shift from the Magnificent 7, the looming U.S. elections, and what these developments mean for investors heading into the last quarter of the year and beyond.
Craig Maddock, VP, Senior Portfolio Manager and Head of the Multi-Asset Management Team of 1832 Asset Management, and Wesley Blight, Portfolio Manager, reflect on the first six months of the year and discuss what we can expect for the remainder of 2024. Topics covered in this episode include interest rate cuts, interest rate expectations, artificial intelligence, the strong performance of U.S. equities, portfolio performance and positioning.
The basics of investing, from GICs, stocks, bonds, mutual funds and ETFs, to common investing misconceptions and the value of an advisor. Listen now.
Description: We discuss fixed income struggles, interest rate expectations, portfolio positioning and performance, and the importance of staying invested. Listen now.
There’s three reasons to stay invested right now. Number one, fixed-income outlook looks particularly more appealing than it’s been for most of the past several years. For stocks, even after a nice run, valuations are starting to get a little high, but it’s a big market, so it’s very attractive for our long-term return assumptions, as we can diversify portfolios. Now, there’s less uncertainty now than there was at the beginning of 2023, and for me, that looks pretty good for a well-managed, traditional 60/40 portfolio.
We look back at the key drivers of investment performance in the third quarter of 2023 and discuss outlook and portfolio positioning. Listen now.
The portfolio management joins the podcast to address top-of-mind investing topics such active portfolio management, artificial intelligence and more.
We look back at the key drivers of investment performance in the second quarter of 2023 and discuss how to position your portfolio. Listen now.
Craig Maddock, VP, Senior Portfolio Manager and Head of the Multi-Asset Management Team of 1832 Asset Management, and Wesley Blight, Portfolio Manager, look back at the key drivers of investment performance in the first quarter of 2023. This includes their outlook and discussion on portfolio positioning to take advantage of opportunities and avoid risks given recent market developments.
Legal disclaimers and full transcript available here: https://invested.mdm.ca/episode-30-looking-back-at-a-solid-performing-but-volatile-first-quarter/
Wesley Blight, Portfolio Manager, and Belgacem Ghazi, Senior Portfolio Analyst, of the Multi-Asset Management Team of 1832 Asset Management, join the MD Market Watch Podcast to discuss private equity, which is back by popular demand via the launch of the MD Platinum Global Private Equity 2023 Trust. We reviewed private equity basics, how the asset class has been impacted by recent events, MD’s private equity offerings and more.
Legal disclaimers and full transcript available here: https://invested.mdm.ca/episode-29-private-equity-spotlight/
This special episode is playback of a conversation with the portfolio management team about recent performance and performance expectations. Hosted by Kelli Costigan, PIC Portfolio Manager, this episode features Wesley Blight, Mark Fairbairn, and Richard Schmidt of the Multi-Asset Management Team.
Legal disclaimers and full transcript available here:
Craig Maddock, VP, Senior Portfolio Manager and Head of the Multi-Asset Management Team of 1832 Asset Management, and Wesley Blight, Portfolio Manager, look back at the key drivers of investment performance in 2022, discuss their outlook for 2023 and describe how we’re positioned to take advantage of opportunities and avoid risks to start the year.
Legal disclaimers and full transcript available here: https://invested.mdm.ca/md-blogs/performance-2022-investment-and-outlook-for-2023
Craig Maddock, VP and Senior Portfolio Manager, and Ian Taylor, Portfolio Manager, of the Multi-Asset Management Team of 1832 Asset Management reflect on the third quarter and discuss their outlook for the rest of the year. Topics discussed include inflation, the interest rate environment, economic conditions, portfolio performance and more. Legal disclaimers and full transcript available here: https://invested.mdm.ca/md-blogs/here-s-what-you-need-to-know-after-a-messy-third-quarter
Danielle Amiel, Director, Governance & Risk Management for the Medicus Pension Plan, and Craig Maddock, Vice-President & Senior Portfolio Manager of the Multi-Asset Management team discuss pension plans – what they are, how they work, how they can improve the financial situation of its members and the latest updates about the Medicus Pension Plan.
Craig Maddock, Vice-President and Senior Portfolio Manager, and Mark Fairbairn, Portfolio Manager, look back at the second quarter of 2022 and discuss what’s likely in store for the near term. Topics discussed include market events, economic conditions, portfolio performance and more.
Jean-Francois Bordeleau, Senior Practice Manager, and David Larocque, Portfolio Analyst, at MD Financial Management (MD) discuss responsible investing at MD – why it’s important, how it works and why it’s ingrained in our investment management process. Legal disclaimers and full transcript available here: https://invested.mdm.ca/md-blogs/how-responsible-investing-is-part-of-investment-management-process
Wesley Blight, Assistant VP and Portfolio Manager of the Multi-Asset Management team explains the current state of fixed income investing – recent negative performance, the role fixed income plays in a portfolio, what we can expect going forward and more. Legal disclaimers and full transcript available here: https://invested.mdm.ca/md-blogs/what-is-up-with-fixed-income
Craig Maddock, VP and Senior Portfolio Manager, and Ian Taylor, Portfolio Manager of the Multi-Asset Management team chat about what happened in a somewhat volatile first quarter. Topics discussed include the return of stock market volatility, inflation proving more stubborn than anticipated, the path for interest rates and the impact of Russia’s invasion of Ukraine. Legal disclaimers and full transcript available here: https://invested.mdm.ca/home/market-volatility-is-back
Craig Maddock, VP and Senior Portfolio Manager, and Ian Taylor, Assistant VP and Portfolio Manager of the Multi-Asset Management team look back at 2021 – headlines (inflation, interest rates, valuations, metaverses and cryptocurrencies) and performance, MD fund and portfolio takeaways and what lies ahead for 2022. Legal disclaimers and full transcript available here: https://invested.mdm.ca/md-blogs/episode-20-stubborn-inflation-rising-interest-rates-and-expensive-stocks
Craig Maddock, VP and Senior Portfolio Manager, and Ian Taylor, Assistant VP and Portfolio Manager of the Multi-Asset Management team at MD Financial Management review the third quarter of 2021 – market events and performance, MD fund and portfolio takeaways – and what lies ahead in the fourth quarter and beyond. Legal disclaimers and full transcript available here: https://invested.mdm.ca/home/is-the-post-pandemic-equity-rally-over
Craig Maddock, VP and Senior Portfolio Manager, and Ian Taylor, Assistant VP and Portfolio Manager of the Multi-Asset Management team at MD Financial Management review the second quarter of 2021 – events that impacted markets, MD portfolio performance and key takeaways – and their expectations for what’s ahead. Legal disclaimers and full transcript available here: https://invested.mdm.ca/md-blogs/whats-up-with-fixed-income-inflation-and-the-global-economy-as-we-try-to-stomp-out-the-pandemic
Jean-Francois Bordeleau, Senior Practice Manager, Investments, Mark Fairbairn, Assistant VP and Portfolio Manager, and Craig Maddock, VP and Senior Portfolio Manager, at MD Financial Management discuss cryptocurrencies within the framework of MD’s investment philosophy. Legal disclaimers and full transcript available here: https://invested.mdm.ca/md-blogs/why-cryptocurrencies-like-bitcoin-don-t-fit-in-our-investment-philosophy
Julie Petrera, National Lead of Financial Planning Content, and Jean-Francois Bordeleau, Senior Practice Manager, Investments, at MD Financial Management discuss investing within the context of financial planning for physician families. Legal disclaimers and full transcript available here: https://invested.mdm.ca/home/the-financial-planning-and-investing-landscape-for-canadas-physicians
Craig Maddock and Ian Taylor dissect the first quarter of 2021 – the ongoing recovery, changes within global markets and sticking to a proven investment process. Legal disclaimers and full transcript available here: https://invested.mdm.ca/home/ongoing-recovery-and-interesting-changes-in-global-markets-2
Wesley Blight joins the podcast to discuss inflation – what it is, why it’s in headlines and what it means for investors. Legal disclaimers and full transcript available here: https://invested.mdm.ca/home/inflation-too-hot-too-cold-or-just-right
Wesley Blight and Greg Scott introduce the MD Platinum Global Private Credit Pool. Learn more about MD Platinum and how it can benefit investors and get updates on existing MD Platinum products. Legal disclaimers and full transcript available here: https://invested.mdm.ca/md-blogs/introducing-the-md-platinum-global-private-credit-pool
Craig Maddock and Ian Taylor on 2020 and what’s ahead. Surprise, 2020 was pretty good for investors and there’s plenty of optimism for 2021. Legal disclaimers and full transcript available here: https://invested.mdm.ca/home/looking-back-at-2020-and-looking-forward-to-2021
In this episode Senior Practice Manager, Jean-Francois Bordeleau and Assistant VP and Portfolio Manager, Mark Fairbairn discuss the history of socially responsible investing, current opportunities and trends, and MD’s approach to providing investment choice to our clients. Legal disclaimers and full transcript available here: https://invested.mdm.ca/md-blogs/socially-responsible-investing
Julie Petrera and Jean-Francois Bordeleau discuss the U.S. election – What could happen and what does it mean for you? Legal disclaimers available here: https://invested.mdm.ca/home/us-election-discussion-what-could-happen-and-what-it-means-for-you
Craig Maddock and Ian Taylor recap the third quarter of 2020 – the ongoing economic and stock market recovery, the impact to MD funds and portfolios, and expectations for what’s ahead. Legal disclaimers and full transcript available here: https://invested.mdm.ca/md-blogs/q3-2020-review-and-outlook
Edward Golding, discusses the MD Platinum Global Private Equity Pool – how it has performed, how the pandemic has impacted the asset class, and why its still a unique investment opportunity. Legal disclaimers and full transcript available here: https://invested.mdm.ca/md-blogs/the-pandemic-and-private-equity
Craig Maddock and Ian Taylor recap the second quarter of 2020 – the impact of re-opening economies, a sharp stock market rebound, and expectations for what’s ahead. Legal disclaimers and full transcript available here: https://invested.mdm.ca/md-blogs/living-through-the-pandemic-q2-2020-review-and-outlook
Wesley Blight explains bond yields. What it is, how it’s related to other important economic variables, and why it matters today. Legal disclaimers and full transcript available here: https://invested.mdm.ca/md-blogs/whats-up-with-bond-yields
Ian Taylor provides an update on the U.S.-China relationship, why it’s important, why it’s complicated, and expectations going forward. Legal disclaimers and full transcript available here: https://invested.mdm.ca/md-blogs/u-s-china-relationship
Mark Fairbairn explains value and growth investing styles. What exactly are these investment styles, which is better, and why is it so important today?Legal disclaimers and full transcript available here: https://invested.mdm.ca/md-blogs/value-and-growth-investing
What is it? How does it work? And why is it so important to global markets during the COVID-19 pandemic. Legal disclaimers and full transcript available here: https://invested.mdm.ca/md-blogs/quantitative-easing-and-why-it-s-important-to-global-markets
Reviewing market and MD Portfolio performance amid the COVID-19 pandemic and where we go from here. Legal disclaimers and full transcript available here: https://invested.mdm.ca/md-blogs/reviewing-market-and-md-portfolio-performance-amid-the-covid-19-pandemic
Craig Maddock is Vice-President and Senior Portfolio Manager of the Multi-Asset Management team at MD Financial Management. Legal disclaimers and full transcript available here: https://invested.mdm.ca/md-blogs/craig-maddock-on-markets-our-outlook-and-our-strategy